Number of Shares
216,285.00
Current Holdings Value*
$13.41 Mil
% of Portfolio
3.96%
Total Estimate Gain
$2.32 Mil
% of Total Estimate Gain
16.59%

Carr Financial Group Corp's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Carr Financial Group Corp held 216,285.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $13.41 Mil. This investment constitutes 3.96% of their stock portfolio, and Carr Financial Group Corp now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2022Q4. And since then Carr Financial Group Corp has made 7 purchases of IJH, at an average price of $51.88, for a total of 269,541.00 shares. In addition, there have been 3 sales at an average price of $52.23 for 53,256.00 shares. Based on historical transaction data and IJH's current price of $62.52, Carr Financial Group Corp's estimated gain on his IJH holdings is $2.32 Mil, reflecting a 16.59% gain to date.

Carr Financial Group Corp IJH ($62.52) Holding Chart

Carr Financial Group Corp IJH ($62.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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